Iams Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
9,223
+143
| +2% | +$18.9K | 0.56% | 59 |
|
|
2025
Q1 | $1.36M | Buy |
9,080
+1,411
| +18% | +$212K | 0.62% | 58 |
|
|
2024
Q4 | $1.17M | Buy |
7,669
+971
| +14% | +$148K | 0.53% | 56 |
|
|
2024
Q3 | $1.14M | Buy |
6,698
+265
| +4% | +$45.1K | 0.56% | 59 |
|
|
2024
Q2 | $1.06M | Buy |
6,433
+217
| +3% | +$35.8K | 0.58% | 55 |
|
|
2024
Q1 | $1.04M | Buy |
6,216
+712
| +13% | +$119K | 0.63% | 55 |
|
|
2023
Q4 | $935K | Sell |
5,504
-282
| -5% | -$47.9K | 0.6% | 56 |
|
|
2023
Q3 | $980K | Buy |
+5,786
| New | +$980K | 0.68% | 51 |
|
|
2023
Q2 | – | Sell |
-4,822
| Closed | -$872K | – | 105 |
|
|
2023
Q1 | $872K | Buy |
4,822
+1,717
| +55% | +$310K | 0.72% | 52 |
|
|
2022
Q4 | $561K | Buy |
+3,105
| New | +$561K | 0.57% | 59 |
|